M
$395.6M Total AUM
$395.6M Disc. AUM
-- 3Y CAGR
8 Employees
154 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2022
- Office Locations
- 1
Office Locations
100 E Penn Square Suite 400 Philadelphia PA
About MOR Wealth Management, LLC
MOR Wealth Management, LLC is a Philadelphia-based RIA. The firm has been operating for 3 years. Managing $395.6M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
40 AVG AGE
$131.9M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
1.7 yrs AVG TENURE
8 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MATTHEW OLIVER RAMER
Chief Executive Officer, PRINCIPAL
- CRD
- #4005710
- Ownership
- 75% or more
Available
Available
Available
AMY LENNON KILLEEN
Chief Compliance Officer, Vice President
- CRD
- #2438830
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Gregory Roy Johnson
Financial Planning Associate
- CRD
- #6744474
Available
Available
Available
Devin Michael Rainone
Financial Planner
- CRD
- #6350917
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,587,641 | $486,578 |
| Non-Discretionary | $0 | -- |
| Total | $395,587,641 | $486,578 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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